Cetera Investment Advisers
EAD

Cetera Investment Advisers’s Allspring Income Opportunities Fund EAD Stock Holding History

Cetera Investment Advisers’s Portfolio EAD Stock Details EAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$501K Buy
77,372
+61,894
+400% +$417K ﹤0.01% 3516
2025
Q4 		$105K Buy
15,478
+553
+4% +$3.79K ﹤0.01% 4388
2025
Q3 		$105K Buy
+14,925
New +$105K ﹤0.01% 4314
2023
Q4 		– Sell
-13,094
Closed -$79.9K – 2263
2023
Q3 		$79.9K Sell
13,094
-655
-5% -$4.14K ﹤0.01% 2113
2023
Q2 		$88.7K Buy
13,749
+774
+6% +$4.89K ﹤0.01% 2098
2023
Q1 		$82.1K Sell
12,975
-12,348
-49% -$81.2K ﹤0.01% 2072
2022
Q4 		$162K Buy
+25,323
New +$164K ﹤0.01% 1940
2022
Q1 		– Sell
-11,723
Closed -$107K – 1904
2021
Q4 		$107K Buy
11,723
+390
+3% +$3.45K ﹤0.01% 1790
2021
Q3 		$100K Buy
11,333
+516
+5% +$4.61K ﹤0.01% 1735
2021
Q2 		$95K Buy
+10,817
New +$93.5K ﹤0.01% 1727

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return